Smarter Money Assisted Investor Class

CRE0014AU

Smarter Money Assisted Investor Class CRE0014AU Strategy

The Fund targets returns above the average returns of traditional cash products after management costs. More specifically, the Fund targets returns that outperform the Reserve Bank of Australia’s (RBA’s) cash rate by 1.0% to 2.0% pa after management costs, over a rolling 12 month period. The investment objective is not intended to be a forecast. It is only an indication of what the investment strategy aims to achieve over a rolling 12 month period.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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Listed Investment Companies monthly performance: November 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Chart of the week: A reliable predictor of the success of an investment

This week's chart of the week looks at the impact of fees on the success of funds.
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Listed Investment Companies monthly performance: October 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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